Financial risk management in Lake Oswego, Oregon

Merrill Lynch Financial Advisor Kimberly F. Perreira is a finance institution located at 4004 Kruse Way Place, Lake Oswego, Oregon, United States. Managing your wealth with Kimberly begins with a comprehensive understanding of your financial situation and goals. By creating a flexible strategy tailored to your needs and providing access to investment insights from Merrill and banking solutions from Bank of America, Kimberly can help you pursue your financial goals through personalized wealth management strategies. Kimberly follows the Merrill tradition of community involvement and volunteers with local organizations. With the Merrill Personal Wealth Analysis™, Kimberly can build a personalized plan centered on your goals and aspirations. By starting with a conversation to understand your priorities and values, Kimberly can help you make informed investment decisions and trade-offs to reach your meaningful goals.

Merrill Lynch Financial Advisor Katherine L. O'Brien is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Katherine can help create a flexible strategy tailored to today's changing market conditions. She provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With Merrill Personal Wealth Analysis™, Katherine can help build and document a personalized plan centered on your goals. Her team is dedicated to building strong client relationships based on trust and personalized service. As a financial advisor at Merrill Lynch Wealth Management, Katherine focuses on your family, goals, and priorities, adapting to changes over time. Her mission is to understand you and your goals, designing a personalized plan to help you pursue financial success while managing investment risk. By focusing on potential solutions, Katherine helps turn your goals into reality. She believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's most important. Let's work together to help you achieve your financial goals with a customized investment approach designed for your unique needs. Contact Katherine O'Brien to get the latest investment insights and strategies to live your best financial life.

David Lehman is a Financial Advisor at Ameriprise Financial Services, LLC located at 5000 Meadows Road in Lake Oswego, Oregon, United States. David holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, risk management, and more. David is dedicated to providing expert financial advice and guidance to individuals and small business owners, ensuring their financial goals are met with integrity and professionalism.

Horst & Graben Wealth Management is a prestigious finance institution located at 3 Centerpointe Drive in Lake Oswego, Oregon, United States. With a strong reputation for providing top-notch financial services, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Horst & Graben Wealth Management offers personalized solutions tailored to meet your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.

Merrill Lynch Financial Advisor Richard A Barker, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution dedicated to helping clients make important financial decisions. Richard Barker is committed to building strong relationships with clients, focusing on personalized wealth management strategies tailored to individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can create flexible strategies to navigate changing market conditions. Richard Barker follows the Merrill tradition of community involvement, volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, clients can develop personalized financial plans centered on their goals. The team at Merrill Lynch Wealth Management works closely with clients to identify and define their goals, creating strategies that reflect their investment styles and life plans. By understanding clients' financial personalities and preferences, Merrill can customize approaches to help clients pursue their unique objectives. With a focus on ongoing communication and adjustments, the team at Merrill Lynch aims to help clients stay on track to achieve their financial goals. Richard Barker is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Clients can expect personalized investment strategies and comprehensive financial solutions from the Merrill team, supported by the resources of Bank of America. Investing involves risk, and clients are encouraged to consult legal and tax advisors before making financial decisions. With a commitment to putting clients first and providing the latest investment insights, Merrill Lynch Financial Advisor Richard A Barker offers a dedicated and personalized approach to financial planning.

DH Wealth Management is a premier financial institution located in Lake Oswego, Oregon. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 696 McVey Avenue to learn more about how DH Wealth Management can help you secure a prosperous financial future.

Merrill Lynch Financial Advisor David Thomas is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. David Thomas joined Merrill Lynch Wealth Management in 2019 and focuses on providing personalized wealth management strategies for his clients. With a strong emphasis on retirement planning, David helps clients develop savings plans, tax-aware distribution strategies, and wealth transfer steps. He offers access to Merrill's investment resources and Bank of America's banking solutions to address all aspects of his clients' financial lives. David is a graduate of the University of Oregon and holds certifications as a Chartered Retirement Planning Counselor and CERTIFIED FINANCIAL PLANNER. At Merrill Lynch Wealth Management, David's mission is to understand his clients' goals and priorities, and to create personalized plans to help them achieve their financial aspirations. By utilizing the Investment Personality Assessment, David can customize financial approaches based on his clients' investing preferences and life changes. With a focus on building long-term relationships, David regularly reviews and adjusts financial approaches to keep his clients on track towards their goals.

Merrill Lynch Financial Advisor Kyle Matthew Roaf, located at 6000 Meadows Road, Lake Oswego, Oregon, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Kyle can help you pursue your financial goals through wealth management strategies. As a Merrill advisor, Kyle is dedicated to understanding your priorities and aspirations, providing guidance on investment decisions, retirement planning, education savings, and more. By creating a personalized plan centered on your goals, Kyle aims to help you manage, grow, and preserve your wealth for the future. With a focus on building a strong relationship with each client, Kyle is committed to helping you achieve your financial objectives and navigate changes in the market and in your life. Contact Kyle Roaf today to start working towards your financial goals.

Merrill Lynch Financial Advisor Kyle Rugg, located at 6000 Meadows Road in Lake Oswego, Oregon, is a finance institution that prioritizes building strong client relationships based on trust and personalized service. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By listening and understanding each individual's unique situation, the team at Merrill Lynch can help design and implement a personalized financial plan tailored to help clients pursue their financial goals while managing investment risk. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on each client's goals and aspirations. The team of talented and experienced individuals at Merrill Lynch is supported by the global resources of Merrill, ensuring that clients receive comprehensive financial solutions tailored to their specific needs.

Kale Chalmers - Financial Advisor at Ameriprise Financial Services, LLC, located at 5000 Meadows Road in Lake Oswego, Oregon, is an Ameriprise Platinum Financial Services® Advisor offering complimentary initial consultations for those interested in financial planning. With a focus on helping clients achieve their financial goals, Kale Chalmers provides an overview of financial planning concepts and discusses investment products and services available through Ameriprise Financial Services, LLC. As a registered investment adviser and member of FINRA and SIPC, Kale Chalmers is dedicated to providing personalized financial guidance to residents in states where he is properly registered. Clients can expect a thorough discussion on what is most important to them and can rest assured that Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Services, LLC website to review important disclosures, privacy and security policies, and information on email fraud prevention.

Merrill Lynch Financial Advisor Geoffrey Creighton is a reputable finance institution located at 6000 Meadows Road in Lake Oswego, Oregon, United States. With a strong focus on providing personalized financial advice and guidance, clients can trust Geoffrey Creighton and his team to help them navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your assets, Merrill Lynch Financial Advisor Geoffrey Creighton is dedicated to helping you achieve your financial goals.

Morgan Stanley Financial Advisors is a leading finance institution located at 4800 Meadows Road in Lake Oswego, Oregon, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and risk management, we strive to create comprehensive financial plans tailored to each client's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.

Aubrey Nielsen - State Farm Insurance Agent is a trusted insurance agency located at 5915 Southwest Beaverton Hillsdale Highway in Portland, Oregon. Aubrey Nielsen, a dedicated agent with years of experience in the financial industry, leads a small and close-knit team that prioritizes customer care and satisfaction. The agency serves a wide range of customers in the Hillsboro, Beaverton, Tigard, Lake Oswego, Raleigh Hills, and greater Portland areas. With a warm and welcoming atmosphere, Aubrey's agency stands out from others by focusing on building relationships with customers rather than using high-pressure sales tactics. Aubrey is actively involved in the community and supports organizations that help the Portland area thrive, such as the Raleigh Hills Business Association, the Bridlemile Foundation, and Girls Inc of the Pacific Northwest. Additionally, the agency sponsors events like Movies in the Park and National Night Out to connect with neighbors and contribute to community engagement.

Palladio Consulting LLC is a finance institution located at 525 3rd Street in Lake Oswego, Oregon, United States. With a team of experienced financial consultants, Palladio Consulting LLC offers a wide range of financial services to individuals and businesses. From investment planning to risk management, their experts provide tailored solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, Palladio Consulting LLC is dedicated to providing top-notch financial advice and support.

Welcome to Russel Williams - State Farm Insurance Agent located at 6105 West A Street, West Linn, Oregon. Our agency offers personalized insurance options to protect what matters most to you. Whether you need auto insurance, motorcycle insurance, home insurance, renters insurance, life insurance, or business insurance, we are here to help. Our team of experienced professionals is dedicated to providing efficient and professional service to customers in West Linn, Lake Oswego, Oregon City, Wilsonville, and surrounding areas. With a focus on Auto, Home, Life, and Small Business Insurance needs, we strive to be your first and preferred choice for Insurance and Financial Services. Our team members, including Tiffany, Susan, Amanda, and Rowena, are committed to helping you achieve your economic goals, protect your family, and provide you with the coverage you need. We are fluent in English and Spanish, ready to assist customers in Washington, Oregon, and California. Whether you need assistance with insurance quotes, risk management, or understanding different insurance products, we are here to support you every step of the way.

Ryan Gelbrich - State Farm Insurance Agent is a trusted insurance agency located at 15350 Southwest Sequoia Parkway in Portland, Oregon. With 53 years of combined insurance experience, we are dedicated to serving the entire state of Oregon, including Tigard, Tualatin, Beaverton, Hillsboro, Lake Oswego, West Linn, Wilsonville, and Sherwood. Our services include Auto Insurance, Renters Insurance, Home Insurance, Life Insurance, Health Insurance, Business Insurance, Commercial Insurance, Pet Insurance, Financial Services, and more. We strive to provide great coverage at affordable prices to our valued customers. Our team is committed to simplifying insurance and finances, treating our customers like family, and offering sound recommendations to empower informed decision-making. We believe in being good neighbors in our community and giving back whenever possible. We offer FREE insurance quotes, 24/7 Good Neighbor service, and a welcoming office environment with refreshments.

Golsan Scruggs RIA is a corporate insurance brokerage firm located at 16325 Boones Ferry Road in Lake Oswego, Oregon, United States. Specializing in serving the financial services industry, our dedicated team of specialists operate throughout the United States and focus on providing registered investment advisor (RIA), private equity/hedge fund, and mutual fund professional liability E&O insurance. As one of the largest insurers of RIA firms in the U.S., we have a deep understanding of the risks faced by the financial services industry and consistently deliver superior results. Our unique RIASURE process makes the insurance underwriting process seamless and efficient.

Woodruff Sawyer is an insurance agency located at 5005 Meadows Road, Lake Oswego, Oregon, United States. With offices throughout the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. As one of the largest independent brokerage and consulting firms, we have been serving emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to provide tailored solutions in insurance, risk management, and employee benefits. At Woodruff Sawyer, we help companies take risks that shape innovation by safeguarding directors and officers, aligning risk management strategies with overall business strategies, quantifying cyber risks, delivering cost-effective benefits programs, and protecting assets. Our team of experts provides reliable expertise, clear communication, and helpful market insights to deliver valuable results in a challenging insurance market.

Carson Wealth, located at 4949 Meadows Road in Lake Oswego, Oregon, is a finance institution that offers a personalized approach to uncovering your true wealth through their "Wealth Designed. Life Defined." approach. Their team of financial advisors serves Lake Oswego, Portland, and surrounding areas with easy-to-understand financial advice, including portfolio management, financial planning, risk management, estate planning, and tax planning. With a focus on helping your wealth reach a higher purpose, Carson Wealth also provides guidance on managing family finances in today's rapidly evolving economic landscape. They have received prestigious awards such as Forbes Best-in-State Wealth Advisor and have been recognized for their innovative contributions to the industry. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are provided by CWM, LLC. For more information on Carson Wealth and their advisors, visit their website or consult the appropriate regulatory agencies.

Elk Rock Capital is a finance institution located at 201 B Avenue in Lake Oswego, Oregon, United States. Specializing in investment management, Elk Rock Capital offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Elk Rock Capital is dedicated to providing innovative and effective financial solutions for individuals and businesses alike.

SilverStone Group, located at 4000 Kruse Way Place in Lake Oswego, Oregon, is a finance institution that is part of HUB Great Plains, a HUB International company. With over 75 years of experience, SilverStone Group offers customized benefits, risk management, retirement, and personal insurance services to meet the specific needs of both business and private clients. Their team of technically-oriented Associates work tirelessly to understand every aspect of each client's world before bringing their expertise to bear in order to help make the most of every resource. They combine strategy, analytics, technology, and decades of experience to help clients and their employees thrive. The institution's leadership team includes President and CEO John H. Nelson, Chairman John P. Nelson, Chief Sales Officer Grant Matthies, and other key leaders in various practice areas. Securities are offered through M Holdings Securities, Inc., and investment advisory services are offered through HUB Investment Advisors. SilverStone Group is a member of M Financial Group and holds relationships with various insurance markets to provide the best outcomes for clients.

Forensic Accounting Experts is a reputable institution specializing in the field of forensic accounting, located at 5200 Meadows Road in Lake Oswego, Oregon, United States. With a team of highly skilled professionals, they provide expert services in the areas of accounting and finance, offering thorough investigations, analysis, and reporting for legal proceedings. Their dedication to accuracy and attention to detail make them a trusted resource for individuals and businesses in need of financial expertise.